Ownership history in Evolution Wealth Advisors, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 18,756 | +214 | +1.2% | 0.91% | $9.1M | $482.52 |
| 2025 Q3 | ADDED | 18,542 | +164 | +0.9% | 1.29% | $9.6M | $515.81 |
| 2025 Q2 | ADDED | 18,378 | +351 | +1.9% | 1.34% | $9.1M | $494.54 |
| 2025 Q1 | ADDED | 18,027 | +6,588 | +57.6% | 1.13% | $6.8M | $372.54 |
| 2024 Q4 | ADDED | 11,439 | +2,136 | +23.0% | 0.81% | $4.8M | $417.46 |
| 2024 Q3 | REDUCED | 9,303 | -1,222 | -11.6% | 0.72% | $4.0M | $425.32 |
| 2024 Q2 | ADDED | 10,525 | +1,613 | +18.1% | 0.92% | $4.7M | $440.99 |
| 2024 Q1 | ADDED | 8,912 | +281 | +3.3% | 0.72% | $3.7M | $414.36 |
| 2023 Q4 | ADDED | 8,631 | +174 | +2.1% | 0.65% | $3.2M | $369.67 |
| 2023 Q3 | UNCHANGED | 8,457 | — | 0% | 0.60% | $2.7M | $309.77 |
As of 2025 Q4 — sorted by position size